Cross-institution positioning
Sep 3, 2026Strong institutional reduction. 2 reducing, 2 exited across 4 comparable institutions.
Source: Schedule 13 researchCIEN Institutional Ownership
CIENA CORP
Latest stored close $449.77 as of Oct 9, 2026 View live quote ↗
STOCKNODE Outlook
Sell
26/100
5 tracked · 4 comparable
Latest filing
Sep 3, 2026
Positive breadth
1 positive · 4 negative
Recent close
$449.77
Research confidence
Medium
Institutional Research 0/100 · 0 accumulating · 4 reducing / exited
Ownership history
Reported ownership % history
Latest filing Sep 3, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
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Accumulating0
Newly reported1
Reducing / exited
4
52-week position
—
Institutional Intelligence
Why STOCKNODE says Sell
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Sell 26/100
Confidence:Medium
Why this signal
- 0 tracked institutions accumulating versus 4 reducing/exited.
- Comparable SEC fundamentals are improving.
Conflicting evidence
- Institutions are reducing while comparable SEC fundamentals are improving.
Institutional
13/100
Insiders
22/100
Fundamentals
70/100
Events
50/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 1 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 1, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 22 sales by 10 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Sep 3, 20261 non-amendment material event in the last 90 days; Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Sep 3, 2026Revenue +37.0% YoY; Net income +429.6% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 40% through its reported 52-week range; +146.0% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from JPMorgan Chase / Asset Management.
Filed Sep 3, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Sep 3, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Vanguard Capital Management
Filed Apr 29, 2026
Direction locked
Fidelity / FMR
Filed Aug 6, 2026
Direction locked
BlackRock
Filed Apr 24, 2026
Direction locked
BlackRock
Filed Jan 30, 2024
Direction locked
JPMorgan Chase / Asset Management
Filed Sep 3, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Vanguard Capital Management
Filed Apr 29, 2026
Fidelity / FMR
Filed Aug 6, 2026
BlackRock
Filed Apr 24, 2026
BlackRock
Filed Jan 30, 2024
JPMorgan Chase / Asset Management
Filed Sep 3, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales1110 reporting owner(s)
90-day purchase breadth0
90-day sale breadth10Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Graff Marc D. | SOpen-market or private sale | Common Stock | 97 | $355.19 | Direct | Oct 6, 2026 |
| Oct 1, 2026 | Phipps Jason | SOpen-market or private sale | Common Stock | 2.6K | $355.19 | Direct | Oct 6, 2026 |
| Oct 1, 2026 | Kosaraju Sheela | SOpen-market or private sale | Common Stock | 2.1K | $355.19 | Direct | Oct 6, 2026 |
| Sep 25, 2026 | Cumello Joseph | SOpen-market or private sale | Common Stock | 1.6K | $358.52 | Direct | Sep 29, 2026 |
| Sep 24, 2026 | Claflin Bruce L. | SOpen-market or private sale | Common Stock | 2.9K | $355.91 | Indirect | Sep 28, 2026 |
| Sep 24, 2026 | NEVENS THOMAS MICHAEL | GGift | Common Stock | 2.8K | — | Direct | Sep 25, 2026 |
| Sep 23, 2026 | NEVENS THOMAS MICHAEL | SOpen-market or private sale | Common Stock | 3.7K | $359.04 | Direct | Sep 25, 2026 |
| Sep 20, 2026 | Cumello Joseph | FTax/price withholding or payment | Common Stock | 331 | $348.80 | Direct | Sep 22, 2026 |
| Sep 20, 2026 | Cumello Joseph | FTax/price withholding or payment | Common Stock | 180 | $348.80 | Direct | Sep 22, 2026 |
| Sep 20, 2026 | Cumello Joseph | FTax/price withholding or payment | Common Stock | 582 | $348.80 | Direct | Sep 22, 2026 |
| Sep 20, 2026 | Cumello Joseph | FTax/price withholding or payment | Common Stock | 182 | $348.80 | Direct | Sep 22, 2026 |
| Sep 20, 2026 | Cumello Joseph | FTax/price withholding or payment | Common Stock | 441 | $348.80 | Direct | Sep 22, 2026 |
| Sep 20, 2026 | Graff Marc D. | FTax/price withholding or payment | Common Stock | 286 | $348.80 | Direct | Sep 22, 2026 |
| Sep 20, 2026 | Kosaraju Sheela | FTax/price withholding or payment | Common Stock | 189 | $348.80 | Direct | Sep 22, 2026 |
| Sep 20, 2026 | Kosaraju Sheela | FTax/price withholding or payment | Common Stock | 330 | $348.80 | Direct | Sep 22, 2026 |
| Sep 20, 2026 | Kosaraju Sheela | FTax/price withholding or payment | Common Stock | 549 | $348.80 | Direct | Sep 22, 2026 |
| Sep 20, 2026 | Kosaraju Sheela | FTax/price withholding or payment | Common Stock | 691 | $348.80 | Direct | Sep 22, 2026 |
| Sep 20, 2026 | Kosaraju Sheela | FTax/price withholding or payment | Common Stock | 156 | $348.80 | Direct | Sep 22, 2026 |
| Sep 20, 2026 | Phipps Jason | FTax/price withholding or payment | Common Stock | 268 | $348.80 | Direct | Sep 22, 2026 |
| Sep 20, 2026 | Phipps Jason | FTax/price withholding or payment | Common Stock | 503 | $348.80 | Direct | Sep 22, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Sep 3, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Jun 11, 2026 | 8-K | 1.01, 2.03, 3.02, 8.01, 9.01 | Material definitive agreement; New direct financial obligation; Unregistered sale of equity securities; Other event; Financial statements / exhibits | Equity | Filing |
| Jun 8, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jun 4, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Mar 31, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Mar 5, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Dec 11, 2025 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Dec 4, 2025 | 8-K | 5.02 | Director or executive change | — | Filing |
| Oct 7, 2025 | 8-K | 8.01 | Other event | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$1.7B
Q3 2026
+37.0% YoY 10-Q filed Sep 3, 2026
Operating income
$301.2M
Q3 2026
+309.6% YoY 10-Q filed Sep 3, 2026
Operating margin
18.0%
Q3 2026
+12.0 pts YoY 10-Q filed Sep 3, 2026
Net income
$266.4M
Q3 2026
+429.6% YoY 10-Q filed Sep 3, 2026
Diluted EPS
$1.83
Q3 2026
+422.9% YoY 10-Q filed Sep 3, 2026
Operating cash flow
$683.6M
YTD through Aug 1, 2026
+57.1% YoY 10-Q filed Sep 3, 2026
Free cash flow
$488.7M
YTD through Aug 1, 2026
+43.9% YoY 10-Q filed Sep 3, 2026
Cash & equivalents
$2.4B
As of Aug 1, 2026
+131.6% YoY 10-Q filed Sep 3, 2026
Long-term debt
$3.2B
As of Aug 1, 2026
+110.0% YoY 10-Q filed Sep 3, 2026
Assets
$8.0B
As of Aug 1, 2026
+39.1% YoY 10-Q filed Sep 3, 2026
Liabilities
$4.9B
As of Aug 1, 2026
+66.8% YoY 10-Q filed Sep 3, 2026
Stockholders’ equity
$3.1B
As of Aug 1, 2026
+9.7% YoY 10-Q filed Sep 3, 2026
Shares outstanding
141.8M
As of Aug 28, 2026
+0.5% YoY 10-Q filed Sep 3, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Aug 1, 2026 | $1.7B | +37.0% |
| Ended May 2, 2026 | $1.6B | +39.5% |
| Ended Jan 31, 2026 | $1.4B | +33.1% |
| Ended Aug 2, 2025 | $1.2B | +29.4% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Nov 1, 2025 | $4.8B | +18.8% |
| Ended Nov 2, 2024 | $4.0B | -8.5% |
| Ended Oct 28, 2023 | $4.4B | +20.8% |
| Ended Oct 29, 2022 | $3.6B | +0.3% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$334.33
View live quote ↗
52-week low
$132.93
Sep 17, 2025
52-week high
$637.51
Jun 3, 2026
Below 52-week high
47.6%
1W return
-2.0%
1M return
-22.0%
3M return
-27.9%
6M return
-0.9%
YTD return
+43.0%
1Y return
+146.0%
30-day volatility
79.6%
90-day volatility
79.3%
1Y max drawdown
-49.4%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 28 filing(s) · 25 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| JPMorgan Chase / Asset Management CIK0000019617 | Aug 31, 2026 observed Sep 3, 2026 filed · 3d Schedule 13G amendment | Exit below reporting threshold | 5.6M -5.2M | 3.90% -8.10 pts | $382.80 | $316.89 | $449.77 |
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 9.2M | $449.77 | |||
| Fidelity / FMR CIK0000315066 | Jun 30, 2026 observed Aug 6, 2026 filed · 37d Schedule 13G amendment | Reported reduction | 19.1K -21.6M | 13.50% -1.50 pts | $490.56 | $403.76 | $449.77 |
Explore more institutional activity
Related research
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